Investment Specialist
Certus Sales Recruitment
Client Advisor – Ultra-High-Net-Worth Advisory USA - Major Cities Base + Uncapped Commission (Realistic 6–7 Figure Earnings) Must have legal working rights for the USA and hold a VISA for international travel If you know how to operate in rarefied air, this is your arena. I have partnered with a globally recognized advisory powerhouse operating at the very top end of the wealth spectrum. This is not transactional sales. This is high-stakes, high-trust advisory work with Ultra High Net Worth individuals and families who expect excellence, discretion, and world-class expertise. The right person will be commercially sharp, exceptionally well-networked across wealth markets, and unapologetically hungry. You will be comfortable advising founders, investors, family offices and globally mobile entrepreneurs on complex, life-defining decisions. This is a role where performance is directly rewarded. Top performers in the business are earning up to seven figures. There is no ceiling. Why This Opportunity Is Different You will be joining a market leader in global residence and citizenship advisory, the firm widely regarded as the gold standard in the industry. Offices across 40+ locations worldwide Thousands of successful client mandates delivered globally Unrivalled reputation for integrity, discretion and execution Trusted by governments, advisors, private banks and UHNW families This organisation doesn’t compete on price, it competes on brand, credibility and results. Their name opens doors at the highest levels of private wealth. You’ll be surrounded by high performers who understand quality over volume, relationships over transactions, and long-term value over short-term wins. The Role Manage and convert warm, qualified inbound and referred UHNW leads Run a high-touch, consultative advisory process from discovery to close Build deep, long-term relationships with clients and introducers Work closely with legal and advisory teams to deliver seamless execution Represent the business confidently in private wealth circles and industry settings Maintain disciplined pipeline management and commercial focus This is sophisticated relationship sales - nuanced, strategic, and highly rewarding. Who You Are Proven experience working with HNW or UHNW clients Strong network across private banking, wealth management, family offices, luxury sectors, or investment advisory Polished, credible and commercially driven Comfortable operating in a regulated, detail-heavy environment Discreet, emotionally intelligent and confident with senior stakeholders Hungry. Competitive. Motivated by significant financial upside. You understand that in this market, trust is currency. What’s On Offer Uncapped commission structure with genuine 6–7 figure potential Access to a global brand with exceptional market credibility High-value inbound lead flow A premium client base operating at the very top of global wealth A long-term career path in a specialist, internationally respected advisory firm This is for someone who wants to operate at the top of the wealth pyramid. Someone who wants big deals, serious earning potential, and the prestige that comes with advising the world’s most successful individuals. If you are ambitious, well-connected, and ready to play in a bigger league - this is your move. #J-18808-Ljbffr
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...SuggestedWork at office
- ...Investment Specialist Job Req Id: 26932811 Location(s): Kowloon, Kowloon City, Hong Kong SAR Job Type: On-Site/Resident Posted: Jan. 20, 2026 Job Overview Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At...Suggested
$140k - $185k
...– $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Origination Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...SuggestedFull time- ...upside, and real credibility —not job boards, spreadsheets, or unpaid sourcing. Role Overview Initio Sphere is onboarding Investment Pipeline Specialists to help identify, qualify, and introduce investment opportunities into our investor and fund manager network. This is...SuggestedFor contractors
$140k - $185k
...services firm in New York is searching for a Transaction Support Specialist. The successful candidate will assist various teams with... ...Ideal applicants have proficiency in Excel and a keen interest in investment operations. This position comes with an annual compensation...Suggested$70k - $151k
CrossCountry Consulting, located in New York, is seeking a skilled accounting advisory professional with fund accounting expertise. The ideal candidate has over 3 years of experience in financial services, particularly in fund accounting, financial reporting, and operational...$185k
...Talk to You! The Difference You Make: The GTB Leveraged Finance Specialist serves as an SME responsible for the origination of structured... ...sponsors Promote and develop working relationships with Investment and Sponsor coverage banker teams to provide structuring and product...Hourly payFull timeContract workWork experience placementWork at officeShift work- ...AnInvestment Valuation Specialistis responsible for determining thefair value of private investments, includingprivate equity holdings and private credit loans, using established financial modeling and valuation methodologies. This role supports internal portfolio reporting...
$200k - $225k
...A leading investment firm seeks an experienced Investment Specialist for its Evergreen Private Equity Platform in New York. The role focuses on investor engagement and communication, requiring a minimum of 10 years in private equity, excellent presentation, and writing...- ...Investment Specialist – Executive DirectorInvestment Specialists play a lead role in client service, business retention, product strategy, and portfolio oversight across our Multi-Asset Solutions platform. We are seeking a senior Investment Specialist for our U.S. Institutional...
$140k - $185k
...Fund Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation... ...in fund valuation, net asset value (NAV) calculation, and investment reporting. Actual openings may vary based on employer needs,...Full time- ...delivers customized, cross-asset class solutions tailored to the investment management needs of institutional and retail clients. With... ...for a broad spectrum of investorsJob summary:As an Investment Specialist in the Asset Management Multi-Asset Solutions team, you will support...
$50 per hour
A private capital ecosystem is seeking Certified Investment Screening Specialists. This role operates independently, focusing on screening investment opportunities and evaluating financials. Ideal candidates have relevant professional credentials and analytical skills....Hourly payImmediate start$94.59k - $218.48k
...innovation, and collaboration at the forefront of aviation technology.DescriptionNoblis is seeking highly skilled Investment Planning and Analysis Specialists to support the Federal Aviation Administration (FAA) Air Traffic Systems and Surveillance Services directorates...Permanent employmentFull timeContract workPart timeFor contractorsWork experience placementWork at officeLocal areaRemote workWorldwideShift work- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.As an Investment Specialist in the International Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen...
$150k - $225k
Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments and individuals from...Temporary workWork at officeWorldwide$135k - $203.5k
...Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!The Market-Linked Investments Structuring & Origination team (“the Team”) is cross-asset structured products unit responsible for originating, structuring,...Full timeWork at officeWork from homeFlexible hoursDay shift$140k - $185k
...- $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Advisory Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...Full time$140k - $185k
Opportunistic Investments Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Opportunistic Investments Specialist...Full timeFlexible hours- Investment Specialist page is loaded## Investment Specialistlocations: Remotetime type: Full timeposted on: Posted Todayjob requisition id: JR118711We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in...Full timePart timeWork experience placementInternshipLocal areaRemote workFlexible hours
- ...from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist on the Global Families Group - United Kingdom, Canada & Caribbean (GFG UKC&C) team in the International Private Bank, you...Work at office
$140k - $185k
...$185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Investment Optimization Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the...Full time$95k - $110k
...States, as well as an office in London. The Firm oversees $224 billion in client assets as of June 30, 2026. Position The Investment Strategy Specialist will join the CIO Office in a highly collaborative role that sits at the intersection of investment strategy, portfolio...Work at officeLocal area- ...Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets... ...and 20 offices.As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present...Work at officeRemote workFlexible hoursNight shift
- ...countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset... ...Solutions.The Vice President/Associate, Investment Product Specialist will:Own the design, implementation, and ongoing management of...
$125 per hour
..., Larry Summers , and Jack Dorsey . Position: Biotech Investment Analyst — Drug Asset & Company Assessment Type: Contract... ...Have ~ US-based biotech/healthcare investment analyst with a specialist-fund background. ~ Familiarity with biotech/pharma...Hourly payContract workFor contractorsSummer workRemote work- ...Join J.P. Morgan Asset Management in New York as a Municipals Investment Specialist within the CBP team, representing roughly $100 billion in municipal SMA assets. You will collaborate with portfolio managers and distribution teams, driving business growth across wealth...
- ...JPMorgan Chase & Co. in New York's U.S. Private Bank seeks an Investment Specialist to translate market strategy into client action within the GIO desk. You will work with senior clients, conduct portfolio reviews, and advise on asset allocation across fixed income,...
- ...JPMorganChase seeks a seasoned Municipal Investment Specialist to lead client-facing activities for the Municipal Bond SMA platform within CBP, driving growth with advisors, RIAs, and institutional clients. You will collaborate with portfolio managers and distribution...
- ...motivated to provide a first-class experience to clients.GIO is an investment desk within the J.P. Morgan Private Bank that specializes in... ...active investment and brokerage dialogue.As an Investment Specialist in the U.S. Private Bank, you will communicate market strategy...
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